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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $294,432 | $58,627+402.2% | $76,735+283.7% | $82,448+257.1% |
| Participation rate | 57.1% | 63.2%-6.1pp | 69.5%-12.4pp | 68.1%-10.9pp |
| Annual return | 15.69% | 39.10%-23.4pp | 29.77%-14.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,986 | $1,729+72.7% | $2,454+21.7% | $2,551+17.1% |
| Participant deferral / active EE | $7,963 | $3,134+154.1% | $4,088+94.8% | $4,139+92.4% |
| Admin fee / account holder | $10,129 | $5,323+90.3% | $7,189+40.9% | $7,234+40.0% |